Create a Template
Objective: Gain an understanding of the ways to create a Template in Brightly Predictor
- On the portfolio screen, click on Add Template
- Alternatively, right-click the portfolio name and click Add
A template with the given name is created under the portfolio as shown in the following screen:
Templates can be created for different asset categories or asset groups by following a similar procedure.
Existing Templates from different Portfolios can be created in the current Portfolio using the 'Import Template' function from the file menu:
